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Company:
Smart Investor Services
Plan:
Smart Investor Services 401k Profit Sharing Plan
 

Smart Investor Services

76 Plan: Smart Investor Services 401k Profit Sharing Plan

 
 
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91
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (76) and the top rated plan (91) could equate to:
[How is this calculated?]
11 additional years of work
Up to $27,400 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Smart Investor Services 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Participation Rate, and Total Plan Cost. Smart Investor Services 401k Profit Sharing Plan currently has fewer than 100 active participants and over $847.6K in plan assets.

 

 Retirement Plan Details

Address 5800 Stanford Ranch Road
Rocklin, CA 95765-4385 
Industry Finance and Insurance
Administrator Allan Henriques
Net Plan Assets $850,000
Total Participants 11
Avg Account Balance $93,000

 Top 3 Funds in this 401k

1. DFA US Large Cap Value I 13%
2. DFA US Vector Equity 12%
3. DFA US Large Company 12%

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